Sage Circle of Excellence Overall Winner 2009
SalesLogix Business Partner of the Year 2009
ACT! Business Partner of the year for 6 consecutive years
ACT! 2007 Conversion Training Course
This is a specific course to make you familiar with the differences between the new ACT! Professional Software and the previous versions of ACT! (ACT!2000 (version 5.x) & ACT!6 (version 6.x)
9:30 - 1:00
- Familiarisation with the new screen views of ACT! Professional
- The New Database structure (from DBF to SQL)
- New security levels
- The new Product List for Opportunities
- Improved Group Organisation
- Addition of Company records
- New Field types
- Single click export feature
- Management of teams
- More Default Reports
- New Report editor
- Single Document Interface
1:45 - 3:30
Activities and Calendar views:
- Calendar access
- Outlook calendar integration
- Activity types
- New Activity types
- Activity Resources
- Work Week Calendar view
Lookup Features:
- New lookup displays
- New Advanced Query editor
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